《大行》野村料藥明合聯(02268.HK)下半年盈利增長加快 上調目標價至56.55元
野村發表報告,預測藥明合聯(02268.HK)上半年收入按年升47%至24億元人民幣(下同),受惠積壓訂單按計劃交付。毛利率及經營溢利率料持平於32%及24%,考慮到效率提升被部分設施維護停工抵消。該行料其上半年純利按年升38%至6.72億元。
該行亦預測藥明合聯下半年盈利增長加快,料下半年收入及純利分別錄33億及8.74億元,相當於按年升37%及50%,受惠新增產能,包括11月投產的新加坡廠房,以及進一步提升營運效率所支撐的持續增長。
該行上調對該股今明兩年盈利預測1%及1.4%,維持對該股「買入」評級,目標價由49.76港元上調至56.55港元。
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